AMD: The Measured Retreat:DROP
Despite a beat & raise performance from Lisa Su, AMD faces the classic perfection problem. After a massive runup, the bar was set so high it requires a miracle to clear it. Expect a slight pullback as AMD catches its breath.
SMCI: The Volatile Rebound: JUMP
After a brutal year of margin anxiety, SMCI is finally showing that Volume is King. With AI server demand still insatiable, any sign of fiscal discipline will send SMCI back toward the stratosphere.
QCOM: The Gravity Check: DROP
Qualcomm is currently fighting a 2 front war: stagnating mobile phone sales & a transition to AI PCs. Unless QCOM reveal a surprise strategy, gravity may win this round.
ARM: The Royalty Rally: JUMP
ARM isn't just a chip company. It is a toll booth on the AI highway. With V9 architecture & power efficiency, ARM is poised to leap.
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